Advisers must understand when individual or household income will trigger complex rules.
Benefits lost to excess earnings are restored at full retirement age.
Observers say the proposal could open up areas of arbitrage, depending on how it's drafted.
Retirement savers have also seen the purchasing power of their savings reduced by inflation.
Quantifying and delivering improved investor outcomes takes both a human adviser and advanced technology.
Multinationals face a one-time repatriation levy of up to 17.5%, plus annual Gilti levy.
Observers say the proposal could open up areas of arbitrage, depending on how it's drafted
Benefits lost to excess earnings are restored at full retirement age.
Levy on overseas profits was aimed at tech and pharma companies, but quirks in the way it's calculated mean it's likely to hit big banks.
IRS OKs up to $10,000 in K-12 spending and rollovers to ABLE accounts; makes recontributing tuition refunds to 529s tax-free.
These investments will make sense mainly for ultrahigh-net-worth clients, at least initially, according to tax experts.
Tax collectors in states like New York make it really hard to leave.
Plan would also create universal savings accounts, but it doesn't offer fixes for glitches in last year's overhaul.
Supply-demand imbalance has boosted munis so far this year.
Firm invested in Track Technologies, a tech tool that automates taxes for "gig economy" workers.
For older workers, staying on the job is a more effective strategy than increasing savings.
Many from tri-state talk of fleeing to Sunshine State to avoid high taxes, but few actually do.
Parents at all income levels can find something that works for them among options that include 529 plans, tax deductions and tax credits.
Beware of suspicious calls demanding personal information.
Four Northeastern states argue that the limit on SALT deductions infringes on their rights
